More than just asset management.
For a powerful and well-diversified investment plan, you’ve come to the right place. Our team of seasoned Wealth Specialists have access to a large variety of options including a diverse suite of mutual funds to help fuel your investment portfolio.
You’re in good hands with our Wealth Specialists. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.
Together, they can help you with:
- Portfolio reviews
- Retirement savings and income planning
- TFSAs, RRSPs, RRIFs and more
Reaching your financial goals is easy. It begins with a conversation.

Reach your goals faster!
- Set It
- Forget It
- Build Your Future

When is it time to start your investment journey?
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”

Families with comprehensive financial plans reported higher levels of well-being.

Investors who work with a wealth specialist save twice as much as those who do not.
Meet our team of Wealth Specialists!
Meet our team of Wealth Specialists!

Calculate how much you need to save to reach your goals
Whether you are just starting out or already have a healthy nest egg, our calculators will help you see just how much you need to put away to reach your savings or investment goals!

Qtrade Direct Investing®
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